Author: Delna Domini

You need to reset your 2FA settings in NetSuite if you: Lose your phone. Change your phone number. Change your authenticator app. Change your verification code delivery method. When you click the Reset 2FA Settings link, you remove the existing 2FA setup information. To reset your 2FA settings: You can reset your 2FA settings from… Continue reading Reset Your 2FA Settings

Scenario Navigate to Setup > Company > View Billing Information > Billable Components tab, the Administrator can determine the number of Current Provisioned and Current Used licenses for their account. However, the report does not include specific users who are currently using each provisioned license for each license type. This has been submitted as Enhancement 266816. Solution As an alternate solution, a manual… Continue reading Determine Who Use the Full Licensed Users License of an Account

Employees with access to purchase requests can enter requests to purchase items, material or services from vendors. After requests are approved, they turn into purchase orders. To give an employee access to purchase requests, first, someone with permission to access the Enable Features page must enable the Purchase Requests feature. Next, the employee record must… Continue reading Giving an Employee Access to Purchase Requests

The table below outlines all possible types of transactions linked through Applied To and Applying Transaction join fields. This is useful when creating transaction saved searches, so users are guided what correct join field to use based on the transaction type they would like to pull up. The 2nd column (Type) is added in the Criteria tab, while the 1st (Applied to… Continue reading Quick Reference Guide for ‘Applied To’ and ‘Applying Transaction’ Types based on Transaction Type

To create a search that returns Web orders: Click Saved Searches > New to open a Saved Transaction Search page. Enter a descriptive Search Title. On the Criteria subtab in the Filter dropdown list: Select Type. In the popup, hold down the CTRL key to select the types of transactions you want to include in the report… Continue reading Creating a Web Orders Search

To create a search for customers with no recent activity: Go to Reports > Saved Searches > All Saved Searches > New and click Customer. Enter a title for the saved search. On the Criteria subtab, click Summary. In the Summary Type field, select Maximum. In the Field column, select Activity Fields…. In the popup, select Date. Select not after, and then (Relative). On the next line, enter 1 and select months ago.… Continue reading Creating a Search for Customers with No Recent Activity

 The Payment Automation SuiteApp does not support payment amendments. You can request a payment reversal with HSBC within 5 days post settlement. To do so, Contact NetSuite Customer Support. Then, a member of the HSBC Platforms Service Support will contact you regarding your request. HSBC will contact the beneficiary bank to request they return the… Continue reading How to amend, reverse, or delete a ACH Payment.

Yes, the customers can re-activate the service at any time. To enable the Payment Method Optimization Service: Go to SuiteBanking > Payment Automation > Dashboard. On the left pane in the Set Up section, click Payment Optimization. Click Sign Up.

NetSuite provides an auto suggest function for lists, including  multi-select lists. As user types three letters or more, a list of suggested matching records displays. User can select from this list to quickly populate the field. To enable this preference: 1. Navigate to Home > Set Preferences. 2. Under Analytics tab, mark the Popup Auto Suggest checkbox under Search section. 3. Click Save.… Continue reading Enable Auto Suggest

By design, the “Automatically Email Drop Ship P.O.s” option found under Setup > Accounting > Accounting Preferences will take effect on all vendors as long as the vendor has an e-mail address specified in their vendor record. This means that, if this option is enabled, e-mail will still be sent to the vendor even if “Send Transaction via Email” option in… Continue reading Send Automatic Emails for Drop Shipment causes Error: Please specify an email address to send to